Montgomery Financial Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Montgomery Financial Services’s Portfolio AGGH Stock Details AGGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6K	Buy	+1,218	New	+$24.7K	0.02%	112

Other funds holding AGGH

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Montgomery Financial Services's AGGH Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 1,218 shares worth $24.6K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings.

92 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Montgomery Financial Services held 1,218 shares of Simplify Aggregate Bond ETF worth $24.6K as of Q2 2026.
Simplify Aggregate Bond ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Aggregate Bond ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #112 holding.
92 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.